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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,387 | $56,116+82.5% | $135,768-24.6% | $86,983+17.7% |
| Participation rate | 68.2% | 60.1%+8.0pp | 71.1%-2.9pp | 69.5%-1.4pp |
| Annual return | 17.96% | 125.33%-107.4pp | 526.10%-508.1pp | 25.83%-7.9pp |
| Employer contribution / active EE | $4,130 | $1,528+170.3% | $3,394+21.7% | $2,584+59.8% |
| Participant deferral / active EE | $6,914 | $2,690+157.0% | $3,977+73.8% | $4,194+64.9% |
| Admin fee / account holder | $5,118 | $4,314+18.6% | $7,048-27.4% | $7,856-34.9% |